Among active 13F managers last quarter, 1 opened and 2 added, while 3 reduced; the largest holder to move was Avestar Capital, LLC (+4.8%).
36 tracked 13F filers disclose a position in PGJ as of the latest SEC 13F filings, a combined $11.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 70K | $1.8M | ▲+16% Added · +9K sh | Q1 2026 | |
| 2 | Morgan Stanley | 43K | $1.1M | ▼−14% Reduced · −7K sh | Q1 2026 | |
| 3 | IHT Wealth Management, LLC | 41K | $928K | ▼−40% Reduced · −27K sh | Q2 2026 | |
| 4 | Avestar Capital, LLC | 33K | $751K | ▲+4.8% Added · +2K sh | Q2 2026 | |
| 5 | Federation des caisses Desjardins du Quebec | 32K | $729K | ▲+3.9% Added · +1K sh | Q2 2026 | |
| 6 | Envestnet Asset Management Inc | 32K | $830K | ▲+22% Added · +6K sh | Q1 2026 | |
| 7 | BNP Paribas Financial Markets | 30K | $775K | —Held | Q1 2026 | |
| 8 | Susquehanna International Group, LLP | 29K | $755K | ▼−4.2% Reduced · −1K sh | Q1 2026 | |
| 9 | MML Investors Services, LLC | 19K | $422K | ▲+56% Added · +7K sh | Q2 2026 | |
| 10 | Goldman Sachs Group Inc | 19K | $478K | ▲+20% Added · +3K sh | Q1 2026 | |
| 11 | UBS Group AG | 17K | $428K | ▼−15% Reduced · −3K sh | Q1 2026 | |
| 12 | Wells Fargo & Company | 16K | $402K | ▲+9.6% Added · +1K sh | Q1 2026 | |
| 13 | Citigroup Inc | 11K | $291K | ▲+8.7% Added · +897 sh | Q1 2026 | |
| 14 | LPL Financial LLC | 10K | $269K | ▼−55% Reduced · −13K sh | Q1 2026 | |
| 15 | Commonwealth Equity Services, LLC | 9K | $245K | ▲~0% Added · +1 sh | Q1 2026 | |
| 16 | Citadel Advisors LLC | 9K | $206K | ▲New +9K sh | Q2 2026 | |
| 17 | Wealth Enhancement Advisory Services, LLC | 9K | $206K | —Held | Q2 2026 | |
| 18 | Advisory Services Network, LLC | 6K | $167K | ▼−30% Reduced · −3K sh | Q1 2026 | |
| 19 | Pacific Center for Financial Services | 5K | $115K | —Held | Q2 2026 | |
| 20 | Royal Bank Of Canada | 4K | $105K | ▼−86% Reduced · −25K sh | Q1 2026 | |
| 21 | Harvest Fund Management Co., Ltd | 4K | $84K | ▼−16% Reduced · −739 sh | Q2 2026 | |
| 22 | Jones Financial Companies LLLP | 2K | $60K | ▼−11% Reduced · −299 sh | Q1 2026 | |
| 23 | Osaic Holdings, Inc. | 2K | $53K | ▼−4.1% Reduced · −89 sh | Q1 2026 | |
| 24 | FMR LLC | 2K | $36K | ▼−34% Reduced · −827 sh | Q2 2026 | |
| 25 | US Bancorp | 1K | $26K | ▲New +1K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in PGJ and 2 added to an existing one, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 9 funds | $4.3B |
| Amazon.com IncAMZN | 9 funds | $3.6B |
| Nvidia CorpNVDA | 9 funds | $3.6B |
| Microsoft CorpMSFT | 9 funds | $2.7B |
| Alphabet Inc-CL AGOOGL | 9 funds | $2.0B |
| Broadcom IncAVGO | 9 funds | $2.0B |
| Eli Lilly & CoLLY | 9 funds | $1.9B |
| Alphabet Inc-CL CGOOG | 9 funds | $1.9B |
| Warner Bros Discovery IncWBD | 9 funds | $1.6B |
| JPMorgan Chase & CoJPM | 9 funds | $1.6B |
| Meta Platforms Inc-Class AMETA | 9 funds | $1.3B |
| Advanced Micro DevicesAMD | 9 funds | $1.2B |
Ranked by how many of PGJ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PGJ.
| Class | 13F holders | Value held |
|---|---|---|
| RSPmc | 2089 funds | $54.3B |
| SPHQmc | 760 funds | $11.6B |
| PRFmc | 543 funds | $5.0B |
| XLGmc | 536 funds | $4.3B |
| PPAmc | 530 funds | $4.1B |
| RSPTcs | 459 funds | $2.1B |
| XMMOmc | 446 funds | $4.1B |
| XMHQmc | 395 funds | $3.3B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PGJ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PGJ/capital-change-brief"
Use Arkolith's capital_change_brief for PGJ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PGJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.